Paying Up For Real Earnings Growth

Favorite Stocks

Q: Let's start with your first stock pick. A: General Dynamics (GD) is one that we are still keen [on], and it is a timely one in that it has collapsed, really, over the last six months or so.

Q: Last June, the stock was around 110. Now it's in the high 50s. What happened? A: There are some issues. The whole group has corrected after having outperformed very nicely from the market peak back in March of...